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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,847 hedge funds and large institutions have $45.1B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 568 increasing their positions, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$309M
2
LPL Financial
LPL Financial
California
+$229M
3
Lido Advisors
Lido Advisors
California
+$105M
4
Wells Fargo
Wells Fargo
California
+$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
HNB
Huntington National Bank
Ohio
-$245M
3
US Bancorp
US Bancorp
Minnesota
-$183M
4
IAIM
International Assets Investment Management
Florida
-$159M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
776
PACK Private Wealth
Minnesota
$1.73M -$305 -3 -0%
NWA
777
Navis Wealth Advisors
New York
$1.73M +$2.13K +21 +0.1%
FFA
778
First Foundation Advisors
California
$1.72M +$35.5K +350 +2%
IA
779
Insight Advisors
Pennsylvania
$1.71M +$20.6K +201 +1%
MSWM
780
McGlone Suttner Wealth Management
Wisconsin
$1.71M +$137K +1,350 +9%
AIA
781
Accelerate Investment Advisors
California
$1.71M +$418K +4,118 +32%
FCA
782
Fortis Capital Advisors
Kansas
$1.71M +$3.36K +36 +0.2%
BFS
783
Bradley Foster & Sargent
Connecticut
$1.7M – – –
NLP
784
Next Level Private
New York
$1.7M +$2.03K +20 +0.1%
FA
785
Fiduciary Alliance
South Carolina
$1.69M +$3.76K +37 +0.2%
MSA
786
Marino Stram & Associates
Massachusetts
$1.67M +$54.5K +537 +3%
OSAM
787
O'Shaughnessy Asset Management
Connecticut
$1.66M +$338K +3,333 +26%
SWM
788
Sendero Wealth Management
Texas
$1.65M +$400K +3,936 +32%
FNT
789
First National Trust
Pennsylvania
$1.65M -$1.32K -13 -0.1%
QCM
790
QRG Capital Management
Illinois
$1.65M +$298K +2,940 +22%
PB
791
Pinnacle Bancorp
Nebraska
$1.64M -$16.3K -161 -1%
AWM
792
Axxcess Wealth Management
California
$1.64M +$526K +5,181 +47%
WEG
793
World Equity Group
Illinois
$1.63M +$253K +2,494 +18%
WPC
794
White Pine Capital
Minnesota
$1.63M -$14.7K -145 -0.9%
FLPIM
795
F.L. Putnam Investment Management
Massachusetts
$1.62M -$81.7K -805 -5%
VVP
796
Venture Visionary Partners
Ohio
$1.61M +$37.7K +371 +2%
DWMS
797
Dominguez Wealth Management Solutions
Virginia
$1.6M +$42.9K +423 +3%
GWM
798
GSB Wealth Management
Connecticut
$1.6M -$60.4K -595 -4%
ACI
799
Alpha Cubed Investments
California
$1.59M +$8.12K +80 +0.5%
CTC
800
Central Trust Company
Missouri
$1.58M -$63.4K -624 -4%
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